See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,332 | $133,958+45.1% | $112,228+73.2% | $134,475+44.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.76% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $964 | $4,038-76.1% | $3,635-73.5% | $4,740-79.7% |
| Participant deferral / active EE | $9,530 | $5,291+80.1% | $4,728+101.6% | $6,400+48.9% |
| Admin fee / account holder | $956 | $7,489-87.2% | $6,410-85.1% | $11,426-91.6% |